The Assets: Tax planning

• April 6, 2015

  Show Clients How to Use Their Tax Refund

  Getting rid of debt and preparing for emergencies are wise moves, advisors say.

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• March 11, 2015

  Answering Clients' Tax Questions in the Run-Up to Apr. 15

  With Tax Day looming, Robert McCullock of Pure Financial goes over the biggest issues.

   Transcript   Video [ 3:40 ]  

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• February 16, 2015

  Comprehensive Planning Goes Modular

  Breaking things down into bite-size chunks helps clients stick with the program.

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• February 6, 2015

  529 Plans Safe for Now, but They’re No Silver Bullet

  Advisors caution against relying too heavily on them for college planning.

  Last Comment: February 6, 2015
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• February 4, 2015

  Resist the Urge to Prejudge Older Clients

  Spotting common behavioral traits can help attract more retirees.

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• January 22, 2015

  Did Obama Declare War on Affluent Investors?

  POTUS pushes controversial capital gains tax that would alter estate planning.

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• January 20, 2015

  Cross-Border Wealth Management Is Getting Tougher

  The days of parking assets abroad with no fuss are over, FAs say.

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• January 15, 2015

  RIA Buys Accounting Firm, Gains Medical Clients

  Savant says the purchase plays to its strengths and expands its base.

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• January 12, 2015

  What Did You Do Last Year Besides Ride the Market?

  Real value means having clients’ backs and being there when they need you.

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• January 12, 2015

  Wirehouses, Big RIAs Muscle Into Family-Office Space

  More firms offer top-tier services to clients with $10 million and up.

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